Playbook · walk-in

QR at the booth — CRM before they leave the stall

Booth and site QR captures must hit CRM immediately or the walk-in is lost in a notebook. This job uses the web channel (QR to chat or form) plus WhatsApp continuation, then the same qualifier as every other enquiry. It is not a hardware product and not a playbook nested under /web. Independent agents and launch booths both need it.

  • QR to Project chat
  • Qualify before they walk
  • Then visit or launch list

Definition

Walk-in QR capture is the job of turning a physical booth or site scan into a Booking within seconds, qualifying on web chat or WhatsApp, and offering a same-day tour slot instead of a paper lead sheet.

Notebooks do not survive the tea break

Supervisors collect numbers on paper, type them at 9 p.m., and the buyer already left. A QR to CoPulse web chat on the Project writes New enquiry while they stand there. If connectivity dies, say so: the operator still has a fallback form. No SMS ticket. No invented badge printer integration.

Omnichannel sequence

Physical presence is the source. Web/QR is hop one. WhatsApp if they prefer the phone. Voice only if a later visit is scheduled off-site.

  1. Print the QR Points at the Project web chat or a short form.
  2. Qualify on the spot RE Qualifier. Knowledge brochure.
  3. Same-day slot Appointment skill for remaining site-tour waves.
  4. If they leave WhatsApp template after 24h if needed; workflow stays on New enquiry until qualified.

How it runs in CoPulse

Conversation agent on web. Optional WhatsApp. Workflows tag source=walkin. No autonomous list of people who never scanned. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. WhatsApp live catalog is Gupshup, not an invented Meta Cloud hop. Phone is Plivo; email is SES. Wallet-only pricing: preview the Organization wallet before a blast. Organization and Project — never a shared inbox that vanishes when a broker leaves.

Conversation agent

RE Qualifier in Agent Studio asks BHK, budget, locality, timeline. Knowledge holds the one-pager. Human handoff in the omnichannel inbox. Same-day Visit Scheduler if the site is still open.

Workflows

Agents → Workflows on Booking enter New enquiry: start the qualifier, set source custom property, notify the owner.

Growth drips

Only if they go quiet after the first ping. Clock-based. Approved library template if the 24-hour WhatsApp window closed. Not adaptive nurture.

Agent router

Keep construction and after-sales bots off brand-new enquiries. Route by pipeline stage and channel.

Operator setup

Web channel live. Qualifier trained on launch inventory. Wallet for WhatsApp after they leave.

Setup → Channels web + WhatsApp → Studio → pipeline → print QR to the public chat URL → wallet.

Sunday launch booth, 80 scans, 11 same-day tours

QR hits web chat. Qualifier filters tyre-kickers. Visit Scheduler offers 3 p.m. and 4 p.m. waves. Eleven accept. Others get WhatsApp continuation for Saturday. Ops watches visitors and Bookings, not a clipboard. Click-path: web inbox, kanban, appointment calendar.

Independent agents can run a single QR on a personal Project. Developers print per tower. Illustrative funnel still the blitz estimates once they join qualification. Pricing: chat and WhatsApp on the wallet; printing QR codes is free.

Operators assemble this job on the Project. Click-path remains Setup → Channels web + WhatsApp → Studio → pipeline → print QR to the public chat URL → wallet. Keep the quotable definition in the brief for the team: Walk-in QR capture is the job of turning a physical booth or site scan into a Booking within seconds, qualifying on web chat or WhatsApp, and offering a same-day tour slot instead of a paper lead sheet. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. While you implement, keep the parent playbooks directory, New enquiry, Web overlay, Independent agents, Agent Studio, Growth campaigns, and wallet-only pricing in the same runbook. Do not invent Meta Cloud WhatsApp if the catalog is Gupshup. Do not promise adaptive nurture. Human handoff stays in the omnichannel inbox. Appointments and calendars are the visit truth when this job books time. Library templates are required outside the 24-hour WhatsApp window. Workflows fire on pipeline stage change only when you attach them under Agents → Workflows. The agent router keeps the wrong bot off this thread. Knowledge bases hold PDFs you uploaded. Preview the Organization wallet before a blast. Property managers should not paste sales token stages onto leasing jobs. The Walk-in QR playbook never forks into a WhatsApp-only or voice-only child URL. Funnel percentages on some leaves are library template estimates from Site-visit booking blitz, New project launch teaser, or Cold-buyer win-back — not an SLA and not Insights. If this job mentions money, the Organization wallet is the meter. If it mentions a Saturday slot, Visit Caller and T-24h templates are in-product; cab dispatch is not. That is the honest operating manual for this URL.

Channel sequence (one job, not extra URLs)

Physical-to-digital hops. There is no nested playbook-by-channel path.

Hop Channel What happens Exit to next hop
1 Web (QR) Scan to chat/form Booking
2 Web / WhatsApp Qualify Four fields
3 WhatsApp Same-day or weekend slot Calendar
4 Voice Only if visit is another day Visit Caller

Illustrative funnel (library template estimates)

Same-day show-up will beat the 12% visited estimate if they are already on site — still an estimate. These percentages come from CoPulse library playbook templates (Site-visit booking blitz, New project launch teaser, or Cold-buyer win-back). They are not your project's Insights chart.

100%Reached (est.)
62%Replied (est.)
38%Qualified (est.)
18%Visit booked (est.)

Frequently asked questions

QR mechanics without invented hardware.

Is there a CoPulse QR generator API?

Use any QR that opens the Project web chat or form URL. We do not ship a badge printer.

Offline site?

Chat needs connectivity. Have a paper fallback and enter Bookings later — say it honestly.

Autonomous after scan?

Inbound agent handles the scan. Autonomous is for lists.

SMS the QR?

Coming soon. Print it or WhatsApp it.

Duplicates if they also came from a portal?

duplicate-leads on phone number.

Retire the booth notebook

QR to Project chat, qualify while they stand there, book the next site-tour wave on the same Booking.

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